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Added 12 mins ago
NS
3rd Class Power Engineer - Maintenance and Operations
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Reporting to the Chief Power Engineer & Assistant Manager on a 24-hour rotating shift basis, the 3rd Class Power Engineer troubleshoots, maintains, repairs, and monitors all steam plant…
Added 12 mins ago
NS
3rd Class Power Engineer - Maintenance and Operations
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Reporting to the Chief Power Engineer & Assistant Manager on a 24-hour rotating shift basis, the 3rd Class Power Engineer troubleshoots, maintains, repairs, and monitors all steam plant…
Added 12 mins ago
NS
3rd Class Power Engineer - Maintenance and Operations
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Reporting to the Chief Power Engineer & Assistant Manager on a 24-hour rotating shift basis, the 3rd Class Power Engineer troubleshoots, maintains, repairs, and monitors all steam plant…
Added 12 mins ago
TU
ORCA Learning Designer
The University of British Columbia
Vancouver, BC
- $7,727.33 to $11,112 CAD / month
- Full-time
Develops and tests ORCA-supported learning technology and software, and identifies deficiencies to the ORCA Manager and ORCA Academic Director.
Added 12 mins ago
TU
Refrigeration Operator - Ice Maker 3
The University of British Columbia
Vancouver, BC
- $30.01 to $32.7 CAD / hour
- Part-time
Under the general direction of the Chief Engineer and Senior Manager, Operations, this position is responsible for ice making operations, daily routine maintenance of auxiliary equipment,…
Added 13 mins ago
Grounds Maintenance
Public Service Delivery
Winnipeg, MB
Reporting to the Grounds Manager, the senior grounds keeper is responsible for maintaining the grounds at the Government Greenhouse, mowing and trimming the lawn, tending to 70 flower beds,…
Added 28 mins ago
NS
Physiotherapist - Inpatient Unit
Nova Scotia Health Authority
Vaughan, NS
- Full-time
Reporting to the Health Services Manager, the Physiotherapist assesses, diagnoses and treats patients who present with actual or potential impairment, pain, functional limitations or…
Added 28 mins ago
BP
Front of House Manager
Boston Pizza
Calgary, AB
- Full-time
A Front of House Manager at Canada's leading casual dining restaurant, Boston Pizza, assists the General Manager with the Restaurant’s daily operations. This includes supporting the…
Added 42 mins ago
TH
Associé(e) mise en marché (temps partiel)
The Home Depot Canada
Quebec, QC
- Part-time
…departments in the stores. These associates execute approved general bay service, tasking, projects and resets safely, accurately and efficiently. MEAs must build and maintain strong…
Added 58 mins ago
RH
Community Disability Worker: One Saturday Per Month - TERM
Robin Hood Association
Sherwood Park, AB
- $17.44 to $21.56 CAD / hour
- Part-time
Understanding of community issues and opportunities, assisting and supporting the individual with general access to and participation in the community, including transportation training and…
Added 1 hour ago
CG
Survey Party Chief
Challenger Geomatics
Langley (District), BC · Langley, BC
- Full-time
…projects and grow your career through participation in our training and development…
Added 1 hour ago
TH
Asset Protection Specialist: Full Time - SHAWNESSY
The Home Depot
Calgary, AB
- Full-time
(Market Asset Protection Manager) on internal and external investigations and
Added 1 hour ago
VC
Supervisor, Environmental Services
Vancouver Coastal Health
Vancouver, BC
- $31.64 CAD / hour
- Full-time
Come work as a Environmental Services Supervisor with Vancouver Coastal Health (VCH) at Vancouver General Hospital! Apply now to join the team!
Added 1 hour ago
HB
Assistant Store Manager - BOSS Store, Halton Hills
HUGO BOSS Canada, Inc.
Halton Hills, ON
- Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 1 hour ago
TC
Extended Health Care Claims Auditor - 12 Months Contract -- Express Scripts Canada
The Cigna Group
Mississauga, ON
- Full-time
Please note that this is a general posting range and offer range will be varied based on relevant experience, qualifications, skills required and location for this role.
Added 1 hour ago
GO
Grounds Maintenance
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Grounds Manager, the senior grounds keeper is responsible for maintaining the grounds at the Government Greenhouse, mowing and trimming the lawn, tending to 70 flower beds,…
Added 1 hour ago
D
Field Operations Manager
Durwest
Victoria, BC
- Full-time
Durwest is hiring a Field Operations Manager to support field operations staff across multiple active construction sites, ensuring projects are delivered safely, on schedule, and to…
Added 1 hour ago
HH
Administrative Assistant
Hopes Home Inc
Saskatoon, SK
- $19.38 to $26.22 CAD / hour
- Full-time
…program. Reporting directly to the Early Learning & Childcare Manager (ELCM), the Administrative Assistant has a wide range of tasks that are important to ensuring the effective and…
Added 1 hour ago
HH
Pre-Owned Sales Manager
HSC Holdings Inc
Oakville, ON
- $150,000 to $200,000 CAD / year
- Full-time
Attend the vehicle auction as approved and required by the General Manager.
Added 1 hour ago
B
Maintenance Technician - Electrician (Commercial)
BGIS
Edmonton, AB
- Full-time
Reporting to the manager/supervisor, the Electrician (Commercial) is responsible for performing maintenance, routine and on-demand services, including installing and repairing electrical…
Added 1 hour ago
C
Part-Time Project Service Clerk I
Co-op
North Battleford, SK
- Part-time
…pharmacy, petroleum and lubricants, home and building solutions, general merchandise and leisure, and agricultural supplies including fertilizer. To learn more about who we are, visit…
Added 2 hours ago
WP
Transportation Project Manager
Western Pacific Enterprises LTD
Surrey, BC
- $125,000 to $130,000 CAD / year
- Full-time
The Transportation Project Manager is responsible for cost estimates and general operational oversight of various electrical/systems transportation construction projects.
Added 2 hours ago
BH
Document Controller Manager - FTT
BC Hydro
Burnaby, BC
- Temporary
Reporting to the Manager of Records & Information Operations (RIO) within the Technology business unit, the Manager of Drawing Services manages the operations of issuing and processing…
Added 2 hours ago
RM
Director, Food and Beverage
Red Mountain Resort
Rossland, BC
- $120,000 CAD / year
Reporting to a designated senior executive, with direct operational accountability to the General Managers of both RED Mountain Resort and The Josie Hotel, the Director is responsible for…
Added 2 hours ago
QP
Building Operator, Level 2
QuadReal Property Group
Vancouver, BC
- Full-time
…for the retail shopping centre. Reporting to the Contracts Manager, the Building Operator, Level 3 ensures that the shopping centre and related buildings are managed and maintained in a…

BMO

Client Service Associate

Ottawa, ON, Canada
CARL, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 4, 2026
Experience: Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 21, 2026

Original job description

Application Deadline:

11/03/2026

Address:

1600 Carling Avenue

Job Family Group:

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Books meetings with new prospects and prepares introductory package for the prospect/referral.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of Financial/Retirement planning.
Knowledge of trade processing rules.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

The range below reflects the BMO enterprise range. The expected pay range for this position is: $40,000.00- $42,400.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.5X

This job posting is for a current vacancy.

Salary:

$38,000.00 - $72,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Client Service Associate supports Investment Advisors with daily administration, client relationship management, and branch operations. They are responsible for executing trades, managing client inquiries, coordinating marketing activities, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3 to 5 years of relevant experience and advanced knowledge of investment processes and administrative procedures. Strong organizational, communication, and problem-solving skills are required, along with the ability to meet licensing and certification standards.

Skills

Client service
Investment administration
Portfolio management
Trade execution
Relationship management
Regulatory compliance
Financial planning
Marketing coordination
Database management
Problem solving
Communication skills
Team leadership
Risk management
Technology support
Account maintenance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisors
Wealth Sales
Client Service
Portfolio Reviews
Account Maintenance
Trade Processing
Regulatory Compliance
Risk Management
Financial Planning
Retirement Planning
Insurance Products
Trust Services
Estate Services
Sales Administration Manual
Client Database
Marketing Initiatives
Asset Rebalancing
BMO Financial Group
Investment Process
Client Retention

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